Stortech

Online sign-up is the flow by which a new customer books a unit from your public storefront without your team's intervention.

Online sign-up (storefront)

The waiting list lets a prospect leave their contact details on the storefront when no unit of the desired type is available.

Waiting list

The customer portal lets your tenants view their units, invoices, and payment methods, and sign in via a magic link.

Customer portal

The public storefront is the customer-facing page listing your unit types, prices, and features.

Public storefront

Choose whether online booking asks for the customer's address, and whether it's optional or required.

Ask for the customer's address at checkout

Etienne Champagne

Public storefront, online sign-up, customer portal, and waiting list.

Storefront and customer portal

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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